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applied epic SERVICES
Your Agency Management System is often one of the top 3 expenses on your income statement. Let us help you optimize Applied Epic so you can focus on what matters most - growing your business.
we save you time & money by improving
Data quality
automation
efficiency
Services aimed to optimize your investment
Bookkeeping & Accounting
Whether it’s specific parts of the accounting process you need assistance with, or the process in its entirety, we’ve got you covered. We handle all bookkeeping needs including the specific items below as well as the remaining accounting functions like bank reconciliation, overhead and expense entry, month end and year end processing, etc.
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Agency System Conversions
We handle all system conversions to Applied EPIC. We've worked with the major vendors (Applied Systems & Vertafore) and most of the management system platforms in the industry. Our intricate knowledge within Epic allows us to assist your agency through every step of the conversion project.
Applied Epic Administration
​Our Premier Service! A dedicated resource to help you manage your biggest tool at a fixed monthly cost. With this service we are an extension of your agency, taking responsibilities off you and your staff. See how we can help you improve your management system while saving you time and money.
Download Services
Download is an area that provides incredible data and efficiency to your agency. The only issue is who's going to manage it. This non-revenue generating task typically falls to multiple members of the agency or the members that already have enough to do. We can handle all your download needs.
Carrier Requests & Setup
Daily Policy Download
Daily Claims Download
Applied Epic Configuration
Daily E-Docs Download
Daily Commission Download
Custom Forms & Deliverables
​One of the most unique aspects within Epic, custom forms allows your agency to custom build policy detail screens for Non-ACORD or specialty lines of business, including Supplemental Apps. We emphasize usability and automation and assist with the services
We create and automate highly customized deliverables that help maintain a consistent branding approach for your agency, while at the same time, ​saving your service staff hours.
below.
Practical & Concise Documentation
Servicing & Documentation Requirements
Creating Efficiency with Automation​
Reporting Requirements​​​
Applied Epic Reporting
We create attractive and highly customized reports in Applied Epic that are second to none (and we mean that). Our industry experience and analytical background help us to present information to you that is meaningful. Reporting is one of the most powerful areas within Applied Epic, but it's also very complex for most agencies. From the level of detail and customization to the automation, we help you better manage your agency.
Financial Reports
Sales & Marketing Reports
Workflow Auditing Reports​​​
Production Reports
Management Reports
Exception & Data Quality Reports​​​
Work Flows
Process is important! Most agencies, however, fall short on optimizing their management system, or they have processes that sit on a shelf for years without being touched. We don't hand you a workbook and ask for a check! We have a practical approach that focuses on automation within Epic. We work with your agency to understand your requirements from a servicing, E&O, and reporting standpoint, and build the processes in Epic for you.
Practical & Concise Documentation
Servicing & Documentation Requirements
Creating Efficiency with Automation​
Reporting Requirements​​​
Agency Management System Conversions to applied epic
We handle all system conversions to Applied Epic. We've worked with the major vendors (Applied Systems & Vertafore) and most of the management system platforms in the industry. Our intricate knowledge within Applied Epic allows us to assist your insurance agency through every step of the management system conversion project. We are a strategic partner in your agency's transition to Applied Epic and we get involved in all aspects of the project.
Strategy & Direction
Applied Epic Setup & Customization
Reporting
Download Configuration
Data Review & Cleanup
Accounting Transition
Go-Live & Post-Live Support
Applied Epic Training
Migrating from applied tam to applied epic?
Milliken Agency Services is here to support your agency through your Applied TAM to Applied Epic conversion. We offer several services to keep your conversion project on track to ensure a smooth management system transition, and to help improve your data quality during the process. Contact us today to see how we can help!